Civic Intelligence

Alliance for Equity in Montessori Education

990 • Fiscal year 2021 • EIN 80-0301212

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 20, 2021

Organization Profilemontessori-equity.org

View Organization Page

PO Box 6569Beaverton, OR 97007

(503) 893-5598

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.63x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.11x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

42nd percentile

8.0%

Higher net margin than 42% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$44,560

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

49th percentile

9.0%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

46%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$94,513

Up $7,832 (+9.0%) from 2020

Net Assets

Up

$35,026

Up $41,721 (+623%) from 2020

Liabilities

Down

$59,487

Down $33,889 (-36%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin42nd percentile

Revenue

Up

$521,518

Up $165,476 (+46%) from 2020

Expenses

Up

$479,797

Up $114,791 (+31%) from 2020

Net Income

Up

$41,721

Up $50,685 (+565%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0-$100KAssets 2018: $2,488Liabilities 2018: $02018Assets 2019: $29,626Liabilities 2019: $02019Assets 2020: $86,681Liabilities 2020: $93,376Net Assets 2020: -$6,6952020Assets 2021: $94,513Liabilities 2021: $59,487Net Assets 2021: $35,0262021Assets 2022: $176,430Liabilities 2022: $25,713Net Assets 2022: $150,7172022Assets 2023: $271,299Liabilities 2023: $16,969Net Assets 2023: $254,3302023Assets 2024: $324,862Liabilities 2024: $15,738Net Assets 2024: $309,1242024Assets 2025: $246,514Liabilities 2025: $13,674Net Assets 2025: $232,8402025

Highlighted filing

2021

Assets$94,513
Liabilities$59,487
Net Assets$35,026
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $167,449Expenses 2019: $165,180Net Income 2019: $2,2692019Revenue 2020: $356,042Expenses 2020: $365,006Net Income 2020: -$8,9642020Revenue 2021: $521,518Expenses 2021: $479,797Net Income 2021: $41,7212021Revenue 2022: $695,689Expenses 2022: $579,998Net Income 2022: $115,6912022Revenue 2023: $797,638Expenses 2023: $694,025Net Income 2023: $103,6132023Revenue 2024: $910,201Expenses 2024: $855,407Net Income 2024: $54,7942024Revenue 2025: $809,689Expenses 2025: $885,973Net Income 2025: -$76,2842025

Highlighted filing

2021

Revenue$521,518
Expenses$479,797
Net Income$41,721
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 20, 2021
Return Version
2020v4.0
Gross Receipts
$521,518
Mission and Program Overview

Mission

Our mission - equity, access, and choice. We increase access to high-quality, early childhood education for children and families impacted by economic and racial inequities by providing tuition-free montessori schools for preschool-age children.

Our mission is to bring high quality low cost/no cost montessori early childhood education to children and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,061$60,084▲ $59,023
Cash and Non-Interest-Bearing Accounts$81,653$16,366▼ $65,287
Prepaid Expenses and Deferred Charges$3,310$14,438▲ $11,128
Accounts Receivable$657$3,625▲ $2,968
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$86,681$94,513▲ $7,832
Other Assets Total-$0-
Liabilities
Other Liabilities$48,897$48,897→ $0
Accounts Payable and Accrued Expenses$44,479$10,590▼ $33,889
Total Liabilities$93,376$59,487▼ $33,889
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$39,379-
Net Assets Without Donor Restrictions$-6,695$-4,353▲ $2,342
Total Net Assets Fund Balance$-6,695$35,026▲ $41,721
Total Liabilities and Net Assets / Fund Balance$86,681$94,513▲ $7,832
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liora BerryExecutive DirectorFT$41,616$2,944$44,560
Melissa HarbertEd/treasurerPT$21,961$3,691$25,652

Board Members and Trustees

NameTitle
Mark LangsethPresident
Deniz CongerDirector
Jeff PerryDirector
Katie ReichDirector
Lavell WoodDirector
Nancy CoronadoDirector
Oahn JordanDirector
Tom BullDirector
Dave AyerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$521,089
Program Service Revenue
$0
Investment Income
$429
Other Revenue
$0
All Other Contributions
$205,000
Change in Net Assets
$41,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$405,608
Other Expenses$74,189
Total Fundraising Expense$37,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$145,372$32,731$19,453$197,556
Current Officers, Directors, Trustees, and Key Employees$84,203$18,984$10,947$114,134
Payroll Taxes$29,597$24,907$3,180$57,684
Other Employee Benefits$21,505$5,058$2,121$28,684
Fees for Services Other$897$16,579$421$17,897
Office Expenses$5,796$2,866$993$9,655
Pension Plan Contributions$5,956$1,063$531$7,550
Insurance$2,977$278-$3,255
Information Technology$2,814$70-$2,884
Other Expenses$577--$577
All Other Expenses$478--$478
Travel$169--$169
Advertising$38$29-$67
Total Functional Expenses$339,586$102,565$37,646$479,797
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$48,897
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Melissa harbert has a family relationship with an employee.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The governing body reviews the 990 before it is filed.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Aproval by board of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Alliance for Equity in
EIN
80-0301212
Phone
5038935598
Address
PO Box 6569, Beaverton, OR 97007

Signing Officer

Name
Liora Berry
Title
Executive Director
Signed
2021-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liora Berry
Formed
2008
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
7
Employees
11
Volunteers
10

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02121
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05058
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021505
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028684
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES & MATERIALS
IRS990/OtherExpensesGrp/Desc1SCHOOL DIST. IN KIND EXP
IRS990/OtherExpensesGrp/Desc2TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ProgramServicesAmt026053
IRS990/OtherExpensesGrp/ProgramServicesAmt112000
IRS990/OtherExpensesGrp/ProgramServicesAmt21154
IRS990/OtherExpensesGrp/ProgramServicesAmt3577
IRS990/OtherExpensesGrp/TotalAmt026053
IRS990/OtherExpensesGrp/TotalAmt112000
IRS990/OtherExpensesGrp/TotalAmt21154
IRS990/OtherExpensesGrp/TotalAmt3577
IRS990/OtherLiabilitiesGrp/BOYAmt048897
IRS990/OtherLiabilitiesGrp/EOYAmt048897
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019453
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032731
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0145372
IRS990/OtherSalariesAndWagesGrp/TotalAmt0197556
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03180
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024907
IRS990/PayrollTaxesGrp/ProgramServicesAmt029597
IRS990/PayrollTaxesGrp/TotalAmt057684
IRS990/PensionPlanContributionsGrp/FundraisingAmt0531
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01063
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05956
IRS990/PensionPlanContributionsGrp/TotalAmt07550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014438
IRS990/PrincipalOfficerNm0LIORA BERRY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0356041
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt057776
IRS990/PYRevenuesLessExpensesAmt0-8964
IRS990/PYSalariesCompEmpBnftPaidAmt0307230
IRS990/PYTotalExpensesAmt0365006
IRS990/PYTotalRevenueAmt0356042
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt041721
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01061
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0521089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0356041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01050020
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0429
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0430
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81210
IRS990ScheduleA/PublicSupportPY170Pct00.81490
IRS990ScheduleA/PublicSupportTotal170Amt0853047
IRS990ScheduleA/SubstantialContributorsTotAmt0196973
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0521089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0356041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05441
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01050020
IRS990ScheduleA/TotalSupportAmt01050450
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048897
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/TotalLiabilityAmt048897
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MELISSA HARBERT HAS A FAMILY RELATIONSHIP WITH AN EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APROVAL BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt086681
IRS990/TotalAssetsEOYAmt094513
IRS990/TotalAssetsGrp/BOYAmt086681
IRS990/TotalAssetsGrp/EOYAmt094513
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0521089
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt037646
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102565
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0339586
IRS990/TotalFunctionalExpensesGrp/TotalAmt0479797
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt093376
IRS990/TotalLiabilitiesEOYAmt059487
IRS990/TotalLiabilitiesGrp/BOYAmt093376
IRS990/TotalLiabilitiesGrp/EOYAmt059487
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-6695
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035026
IRS990/TotalOtherCompensationAmt06635

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,513
Liabilities
$59,487
Net assets
$35,026
Revenue
$521,518
Expenses
$479,797
Net income
$41,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.47$0.14$2.33$8.10$8.86$0.76
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.16$3.09$9.10$8.55$0.55
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.17$2.54$7.98$6.94$1.04
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.26$1.51$6.96$5.80$1.16
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.59$0.35$5.22$4.80$0.42
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.93$0.07$3.56$3.65$0.09
2019Summary only. Only limited summary data is available for this year.$0.30$0.00$1.67$1.65$0.02
2018Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00